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8 дней назад

Senior Associate, Global Private Wealth - Investor Relations

120 000 - 130 000$
Формат работы
hybrid
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

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TL;DR
Senior Associate, Global Private Wealth - Investor Relations (Private Wealth/Capital Markets): Supporting external wholesalers and developing financial-advisor relationships to drive fundraising, sales, and AUM growth across private and registered funds with an accent on alternative investment products, advisor communication, and CRM-managed follow-up. Focus on building relationships across wire-house, private bank, RIA, and family office channels, communicating complex investment structures, and maintaining regional market and competitive knowledge.

Location: Boston, United States; hybrid work arrangement with 18 remote workdays per quarter subject to manager approval.

Base salary: $120,000–$130,000 USD annually, plus eligibility for a discretionary annual bonus and comprehensive benefits.

Company

hirify.global is a global private markets investment firm with an entrepreneurial, collaborative, and inclusive culture.

What you will do

  • Support External Wholesalers covering a designated geographical region.
  • Build and maintain relationships with financial advisors across wire-house, private bank, RIA, and family office channels.
  • Serve as a point of contact for advisors to increase sales and deepen existing relationships.
  • Lead follow-up after business meetings and maintain accurate meeting and call notes in the CRM.
  • Explain complex alternative investment capabilities across private and registered investment vehicles in verbal and written communications.
  • Monitor competitive dynamics across investment strategies, fund structures, and private wealth platforms while collaborating with internal teams.

Requirements

  • Series 7 and Series 63 licenses required.
  • Ability to meet outbound call and contact activity levels set by the manager.
  • Strong Microsoft Word, Excel, and CRM management skills.
  • Excellent verbal and written communication skills with strong capital markets knowledge.
  • Ability to manage priorities and a demanding calendar of client meetings.
  • Bachelor’s degree or equivalent experience; 3–6 years of related industry experience preferred.

Nice to have

  • Experience supporting sales and fundraising in private wealth or alternative investments.
  • Experience working with financial intermediaries, including broker-dealers, private banks, RIAs, or family offices.

Culture & Benefits

  • Collaborative, open-door environment focused on inclusion, mutual respect, and innovative thinking.
  • Hybrid schedule with discretionary remote workdays subject to manager approval.
  • Retirement contributions, health insurance, income protection, paid time off, leave benefits, and well-being programs may be available.
  • Ability to travel as required by the role.

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